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Employee Stock: 1. Start Here 2. Stock Decoder 3. Where's my stock? 4. Unclaimed property 5. Admins and Brokers 6. Cost Basis 7. Taxes Map of Stock Pages |
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Step 5. Administrator and Broker Issues This page is one step of our Stock Recovery Process. There is a link to the next step at the end of this page. If you haven't gone through the previous steps to determine which of six HP-related stocks you should have, start here: Employee Stock (Updated Jun 9, 2021.) Website operated by volunteers. Not officially endorsed or supported. Comments: info@hpalumni.org Join the HPAA Finance Group. Stock plan administrators and stock brokerages vary (sometimes dramatically) in how they make gain/loss and cost basis calculations and in what they report to the IRS. Each of the 236 NYSE member firms -- and others around the world -- is expected to read SEC filings, analyze Corporate Action Notices, and update the records they maintain on behalf of their clients. If you have HP-related stock at any of these administrators or brokers, check for HP-related issues reported by HPAA members: 5a. Fidelity. Fidelity issues reported by members 5b. Merrill Lynch. Merrill Lynch issues reported by members 5c. Morgan Stanley. Morgan Stanley issues reported by members Next step: Step 6. Stock cost basis spreadsheets |
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If formerly a regular, direct U.S. employee of HP or HPE -- or are in the process of leaving -- join the HP Alumni Association. No charge, thanks to HPAA's Supporting Members. © 2022 Hewlett-Packard Alumni Association, Inc. • By using this site you accept these terms • Operated by volunteers. Not officially endorsed or supported. |
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